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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (47524)	10/5/2001 1:10:16 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> more than prospective revenues from Nextel, i think it is not much of an endorsement of 1x. Most of the analyses I've read indicates Nextel's decision was based on their poor financial condition, not on technology. They've opted to slap some bandaids on their existing IDEN network rather than make the larger investment in cdma infrastructure. I don't find that terribly surprising considering that they're already carrying $17B in debt to support a $7B/year business that's losing almost $1B/yr.(raw data from wsrn: wsrn.com. Since this puts them firmly in a technical backwater, I'd suggest it signals that they've given up any hope of becoming a major player. jmho, uf